Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 13, 2026Fund LettersGreenWood InvestorsJACK Jack in the Box Inc. OtherRestaurants Bull -Activist Investment, Brand Revitalization, Cost Reduction, debt refinancing, Governance Change, high short interest, Operational Turnaround, Quick Service Restaurant, same-store sales, US consumer
Aug 13, 2026Fund LettersGreenWood InvestorsCTT.LS CTT - Correios de Portugal OtherAir Freight & Logistics Bull -Banking Spin-off, capital allocation, E-commerce logistics, Iberian Banks, Portugal, Postal Services, secular growth, Share Buybacks, turnaround, value unlock
Aug 13, 2026SubstackJam InvestINTR Inter & Co. Financial ServicesDigital Banking Bull NASDAQ Stock MarketBrazil, customer adoption, digital banking, financial services, Inter & Co., private payroll loans, Regulatory Risks, Returns on Capital, secured lending, valuation
Aug 13, 2026SubstackJam InvestKSPI.L Kaspi.kz Financial ServicesE-commerce & Payments Neutral London Stock Exchangecredit quality, dividend yield, e-commerce, financial services, Kaspi.kz, Kazakhstan, moratorium, non-performing loans, Payments, regulatory environment
Aug 12, 2026SubstackRijnberk Invest InsightsMELI MercadoLibre, Inc. E-commerceFinTech Bull NASDAQ Stock MarketDigitalization, e-commerce, Fintech, growth, investment, Latin America, market share, MercadoLibre, profitability, user engagement
Aug 12, 2026Fund LettersEmeth Value CapitalFOUR Shift4 Payments OtherTransaction & Payment Processing Services Bull -capital allocation, Cross-sell, deep value, Fintech, Hospitality Software, M&A Roll-up, Merchant Acquiring, Payment Gateway, payment processing, POS Systems, Restaurant technology, SaaS, Sports Venues, tax-free shopping, vertical integration
Aug 12, 2026Fund LettersPelican Bay Capital ManagementDVN Devon Energy OtherOil & Gas Exploration & Production Bull -Coterra Acquisition, data center demand, Delaware Basin, energy, Equity, Exploration & Production, Free Cash Flow, LNG Export, natural gas, Oil & Gas, Share Buyback, undervalued, Value
Aug 12, 2026SubstackAlpha Seeker 84CRWV CoreWeave TechnologyCloud Computing Bear -capital expenditure, cash flow, Cloud computing, CoreWeave, debt, Dilution, Financing, Gpu, interest expense, Terminal Value
Aug 12, 2026SubstackRijnberk Invest InsightsMELI MercadoLibre, Inc. E-commerceFinTech Bull NASDAQ Stock MarketCredit Portfolio, Digitalization, e-commerce, Fintech, growth strategy, Investment cycle, Latin America, market share, MercadoLibre, profitability
Aug 11, 2026Fund LettersStewart Asset ManagementLITE Lumentum Holdings Inc. OtherCommunications Equipment Bull -AI infrastructure, capacity expansion, Communications Equipment, data centers, growth, Hardware, hyperscalers, optical networking, Supply Constraint
Aug 11, 2026Fund LettersKernow Asset ManagementCKN.L Clarkson PLC OtherMarine Bull -Cyclical, Data Moat, Information Network, Maritime Services, network effects, Shipbroking, Trade Intelligence, UK, Variable Cost Structure, Zero Debt
Aug 11, 2026Fund LettersKernow Asset ManagementCKN.L CMC Markets PLC OtherInvestment Banking & Brokerage Bull -Fintech, founder-led, growth, Online Trading Platform, product innovation, Spread Betting, turnaround, UK, Zero Debt
Aug 11, 2026SubstackAlpha Seeker 84DUOL Duolingo, Inc. Consumer ServicesEducation Services Bull Nasdaq Stock Marketbookings growth, Duolingo, investment opportunity, long-term strategy, monetization, Retention, revenue expansion, user engagement, User growth, valuation
Aug 11, 2026SubstackAlpha Seeker 84TEAM Atlassian Corporation TechnologyApplication Software Bull Nasdaq Stock MarketAtlassian, buyback, cloud revenue, contract duration, cRPO, growth prospects, Market Confidence, net revenue retention, resilience, strategic initiatives
Aug 11, 2026SubstackAlpha Seeker 84DDOG Datadog, Inc. TechnologyApplication Software Neutral Nasdaq Stock MarketAcceleration, Customer concentration, customer spending, Datadog, forward signals, growth trajectory, market sensitivity, Revenue Growth, Rpo, valuation
Aug 11, 2026SubstackThe Finance CornerNKE Nike, Inc. Consumer DiscretionaryFootwear Bull New York Stock Exchangecapital allocation, Consumer Direct Offense, direct-to-consumer, Elliott Hill, Nike, operating margin, Sport Offense, Tim Cook, undervalued, wholesale relationships
Aug 11, 2026SubstackToff Cap Monday MonitorCLVT Clarivate Plc Information ServicesProfessional Information Services Neutral New York Stock ExchangeAcquisitions, AI Concerns, Clarivate, deleveraging, divestment, financial stability, Free Cash Flow, Life Sciences & Healthcare, market shifts, NYSE
Aug 11, 2026SubstackToff Cap Monday MonitorTKA.DE Thyssenkrupp AG Industrial ConglomeratesDiversified Industrials Neutral Frankfurt Stock ExchangeFrankfurt Stock Exchange, industrial conglomerate, Listing, Materials Services, revenue contribution, shareholder value, spin-off, strategic stake, ThyssenKrupp, TK Accelis
Aug 10, 2026Fund LettersCity Different Investments - Multi-Cap CoreHLNE Hamilton Lane OtherAsset Management & Custody Banks Bull -alternative investments, asset management, Evergreen Funds, financials, Institutional Investors, private equity, Private markets
Aug 10, 2026Fund LettersOrbis International Equity- BBB Foods OtherFood Retail Bull -consumer staples, discount retail, Emerging markets, high-ROIC, Mexico, negative working capital, Private-label, Recent IPO, Scale economies, store expansion, Value

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